Our Portfolios vs Competitors — Henceforward model portfolios shown alongside Graviton Retirement Income solutions,
SIS Inflation Plus (Steven's legacy clients), PortfolioMetrix, and Graviton standard funds. Grouped by ASISA category with peer median as baseline.
Returns are quartile-ranked within each ASISA peer group.
| Solution | Provider | Target | ASISA Category | YTD | 1Y | 2Y | 3Y | 4Y | 5Y | 7Y | 10Y | Q1 Score |
|---|
Signals:
Strong Q1 in 60%+ horizons
Solid Q1 in 40-60%
Neutral Mixed
Watch Q4 in long-term periods
| Fund | HF Category | Signal | MS | YTD | 1Y | 2Y | 3Y | 4Y | 5Y | 7Y | 10Y | Q1 Score |
|---|
Emerging Performers — Non-watchlist funds consistently top quartile across 3+ time horizons.
★ = also Q1 in YTD or 1Y (current momentum).
| Fund | ASISA Category | MS | Q1 Score | YTD % | 1Y % | 3Y % | 5Y % | Fund Size |
|---|
ASISA Category Medians — Peer group median returns by category. Month-over-month tracking available once subsequent exports are loaded.
| ASISA Category | YTD | 1Y | 2Y | 3Y | 4Y | 5Y | 7Y | 10Y |
|---|
Hedge Fund Universe — Glacier LISP hedge fund data. The Graviton hedge funds (Cautious, Moderate, Aggressive) are the building blocks
of the Graviton Retirement Income solutions. Returns are cumulative for periods under 1Y, annualised thereafter.
| Fund | Category | 3M % | 6M % | 1Y % | 2Y % | 3Y % | 5Y % | 7Y % | 10Y % |
|---|
Global (USD) Fund Universe — Curated offshore watchlist. Returns in ZAR base currency.
| Fund | Category | MS | Mgmt Fee | TER | YTD % | 1Y % | 3Y % | 5Y % | 7Y % | 10Y % |
|---|